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AZNCX vs RLEFX
AZNCX vs RLEFX Comparison
Open Charts AZNCX vs RLEFX
Virtus Income & Growth C
Price$9.72
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced R5E
Price$36.70
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
AZNCX vs RLEFX Comparison Chart in %
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AZNCX vs. RLEFX commentary
Jul 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AZNCX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. AZNCX (4.69B). AZNCX (2.06) and RLEFX (2.01) have matching dividends . AZNCX was incepted earlier than RLEFX: AZNCX (18 years) vs RLEFX (10 years). AZNCX (1.90) is less costly to investors than RLEFX (0.39). AZNCX is a more actively managed with annual turnover of: 61.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than AZNCX: RLEFX (250) vs AZNCX (2500). RLEFX annual gain was more profitable for investors over the last year : 6.19 vs. AZNCX (1.81). RLEFX return over 5 years is better than : 39.72 vs. AZNCX (4.39).
| AZNCX | RLEFX | AZNCX / RLEFX | |
| Total Expense Ratio | 1.90 | 0.39 | 487% |
| Annual Report Gross Expense Ratio | 1.90 | 0.39 | 487% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 1.870 | 7.753 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 252B | 2% |
| Annual Yield % from dividends | 2.06 | 2.01 | 102% |
| Returns for 1 year | 1.81 | 6.19 | 29% |
| Returns for 3 years | 11.81 | 35.62 | 33% |
| Returns for 5 years | 4.39 | 39.72 | 11% |
| Returns for 10 years | 0.53 | N/A | - |
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